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WCI #329: Why Mixing Insurance and Investing Causes So Many Problems

White Coat Investor Podcast

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Understanding Annuities: Investing vs. Spending

This chapter discusses annuities and their relationship with taxes. It explains that annuities should be seen as a way to spend money rather than invest it, as their investment returns are typically not great. The main reason for buying an annuity is the guarantees it provides, such as a guarantee to never run out of money.

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